I have an line item 'Amount' with data values. second line item(months applicable) which is boolean checked for only 8 previous month of current month. I want to add the values of these Boolean checked months only to be summed.
Can I please get some guidance here please?
A few questions:
A few options come to mind, depending on the above questions/answers:
Happy to share more detail on the above, depending on what exactly you are trying to do.
Please try the following:
1. Create another line item (call it "Selected Amount"), and the formula is:
IF 'months applicable' THEN 'Amount' else 0
2. Assuming that you want to consider only the last 8 months EXCLUDING the current month, the formula of your line item is:
MOVINGSUM('Selected Amount', -8, -1)
If you want the last 8 months INCLUDING the current month, the formula is:
MOVINGSUM('Selected Amount', -7, 0)
I hope it helps.
few more best practices to compliment what @davy_widianto said:
1. EARLY EXIT: IF not 'months applicable' THEN 0 else 'Amount'
2. You could do Selected Amount[select:time.all periods] in your target module